| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| FMR LLC | 8.1% | $54,919,993 | 1,733,586 | FMR LLC | 31 Dec 2025 |
As of 31 Dec 2025, 121 institutional investors reported holding 14,927,083 shares of iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK (BALI). This represents 70% of the company’s total 21,402,292 outstanding shares.
The largest institutional shareholders of iShares U.S. Large Cap Premium Income Active ETF - COMMON STOCK (BALI) together control 61% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 8.4% | 1,799,648 | +47% | 0.01% | $57,011,389 |
| FMR LLC | 8.1% | 1,733,586 | +43339550% | 0% | $54,919,993 |
| ENVESTNET ASSET MANAGEMENT INC | 7.9% | 1,687,701 | +6.5% | 0.02% | $53,466,370 |
| LPL Financial LLC | 7.9% | 1,680,474 | +33% | 0.01% | $53,237,416 |
| BANK OF AMERICA CORP /DE/ | 3.4% | 729,603 | +145% | 0% | $23,113,823 |
| Cetera Investment Advisers | 2.7% | 586,133 | +11% | 0.02% | $18,568,699 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.6% | 557,668 | +102% | 0.01% | $17,666,923 |
| Vestmark Advisory Solutions, Inc. | 2.5% | 527,823 | +0.29% | 0.23% | $16,721,433 |
| OSAIC HOLDINGS, INC. | 1.8% | 383,702 | -3.3% | 0.02% | $12,155,762 |
| MORGAN STANLEY | 1.5% | 315,989 | +2.6% | 0% | $10,010,532 |
| Granite Bay Wealth Management, LLC | 1.5% | 312,422 | +12% | 2.4% | $9,897,519 |
| JPMORGAN CHASE & CO | 1.4% | 307,508 | +4.4% | 0% | $9,741,884 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1.4% | 290,395 | +1.4% | 0.01% | $9,199,730 |
| WELLS FARGO & COMPANY/MN | 1.3% | 276,487 | +27648600% | 0% | $8,759,102 |
| ASSETMARK, INC | 1.3% | 269,460 | -1.4% | 0.02% | $8,536,507 |
| U.S. Capital Wealth Advisors, LLC | 1.2% | 260,770 | +4.5% | 0.22% | $8,261,178 |
| Patriot Financial Group Insurance Agency, LLC | 1.2% | 257,451 | +42% | 0.97% | $8,156,035 |
| Envestnet Portfolio Solutions, Inc. | 1% | 222,268 | +17% | 0.02% | $7,041,461 |
| MML INVESTORS SERVICES, LLC | 0.71% | 152,055 | +18% | 0.01% | $4,817,101 |
| Equitable Holdings, Inc. | 0.63% | 134,419 | +119% | 0.03% | $4,258,394 |
| Sanctuary Advisors, LLC | 0.54% | 115,535 | +11% | 0.02% | $3,660,149 |
| Diversify Advisory Services, LLC | 0.51% | 109,401 | -4% | 0.11% | $3,507,408 |
| HighTower Advisors, LLC | 0.49% | 105,575 | +3.9% | 0% | $3,344,630 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 0.48% | 102,684 | 0.58% | $3,253,029 | |
| Next Level Private LLC | 0.48% | 102,414 | 0.85% | $3,244,470 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 14,927,083 | $472,927,957 | +$154,381,025 | $31.68 | 121 |
| 2025 Q3 | 10,823,056 | $343,251,127 | +$34,635,343 | $31.74 | 101 |
| 2025 Q2 | 9,631,743 | $289,991,271 | +$86,434,207 | $30.11 | 81 |
| 2025 Q1 | 6,775,909 | $195,028,987 | +$49,950,331 | $28.79 | 75 |
| 2024 Q4 | 5,109,247 | $154,559,771 | +$106,974,436 | $30.25 | 59 |
| 2024 Q3 | 1,383,877 | $42,050,531 | +$8,365,297 | $30.37 | 16 |
| 2024 Q2 | 949,540 | $28,087,356 | +$15,687,872 | $29.58 | 12 |
| 2024 Q1 | 419,189 | $12,111,721 | +$265,625 | $28.89 | 6 |
| 2023 Q4 | 410,735 | $10,925,551 | -$381,106 | $26.60 | 4 |
| 2023 Q3 | 426,934 | $10,567,257 | +$10,567,257 | $24.75 | 2 |